You already know that DocumentTrunk provides your clients with a top of the line secure server to store all of their documents. But did you know that we also have a quarterly reminder program for your clients?
We reach out and remind them that life is full of changes. Making updates to their existing documents is not just important, it’s a necessity. Why is that important for you? More client interaction.
Another important part of our service includes the Recipient Listings. Why is that important to you? The Recipient data lines include a specified place for their attorneys, estate planners and real estate professionals. That’s right, no longer do you need to hope that you’re notified upon the eventuality of their passing, now you will be guaranteed to be in the know. This information will allow you to be proactive in helping their family members in their greatest time of need.
DocumentTrunk has created a win-win Affiliate program with revenue sharing on an ongoing basis to the referring company. Meaning, for as long as your client(s) remain with DocumentTrunk, you will receive share of the client’s monthly, yearly or lifetime payment(s).